See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,859 | $65,685-27.1% | $57,179-16.3% | $273,961-82.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 11.08% | 21.99%-10.9pp | 14.59%-3.5pp | 41.45%-30.4pp |
| Employer contribution / active EE | $4,189 | $3,279+27.8% | $2,682+56.2% | $4,869-14.0% |
| Participant deferral / active EE | $4,230 | $3,782+11.9% | $3,096+36.6% | $5,287-20.0% |
| Admin fee / account holder | $3,153 | $4,835-34.8% | $3,139+0.4% | $10,132-68.9% |